Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q1
Sell
-2,299
Closed -$338K 238
2019
Q4
$338K Sell
2,299
-329
-13% -$48.8K 0.02% 215
2019
Q3
$407K Sell
2,628
-125
-5% -$18.9K 0.03% 208
2019
Q2
$369K Buy
2,753
+73
+3% +$9.27K 0.03% 215
2019
Q1
$308K Buy
+2,680
New +$292K 0.02% 222
2017
Q2
Sell
-1,902
Closed -$208K 337
2017
Q1
$208K Buy
+1,902
New +$204K 0.01% 326
2016
Q3
Sell
-6,739
Closed -$765K 384
2016
Q2
$765K Hold
6,739
0.04% 247
2016
Q1
$621K Buy
6,739
+70
+1% +$6.25K 0.03% 268
2015
Q4
$595K Sell
6,669
-31
-0.5% -$2.78K 0.03% 274
2015
Q3
$616K Buy
6,700
+608
+10% +$55.4K 0.03% 273
2015
Q2
$541K Hold
6,092
0.02% 293
2015
Q1
$615K Sell
6,092
-166
-3% -$17.3K 0.03% 300
2014
Q4
$650K Sell
6,258
-402
-6% -$39.1K 0.03% 208
2014
Q3
$636K Buy
6,660
+52
+0.8% +$4.82K 0.03% 213
2014
Q2
$643K Buy
6,608
+30
+0.5% +$2.94K 0.03% 214
2014
Q1
$687K Buy
6,578
+632
+11% +$64.7K 0.03% 211
2013
Q4
$578K Buy
+5,946
New +$572K 0.02% 219

Other funds holding HSY